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Schwab Emerging Markets Equity ETF
SCHE

Overview Fund Activity

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+37
Holders Change %
+5.48%
% of All Funds
11.49%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
58
Calls
$1.68M
Puts
$71K
Net Calls
+$1.61M
Net Calls Change
+$102K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$543M
2
Creative Planning
2
Creative Planning
Kansas
$628M
3
Jane Street
3
Jane Street
New York
$53.9M
4
FTUS
4
Flow Traders U.S.
New York
$38.4M
5
Charles Schwab
5
Charles Schwab
California
$294M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$97.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$469M
3
HC
3
Hamilton Capital
Ohio
$45.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$50.9M
5
LA
5
LVW Advisors
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
101
Adamsbrown Wealth Consultants
Kansas
$6.05M +$5.74M +242,666 +1,904%
OFA
102
Oak Family Advisors
Illinois
$6.03M +$6.03M +254,894 New
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$5.96M +$1.13M +47,783 +23%
RIM
104
Rockbridge Investment Management
New York
$5.93M +$583K +24,616 +11%
AT
105
American Trust
Kentucky
$5.91M +$871K +36,801 +17%
NGA
106
Naples Global Advisors
Florida
$5.7M +$816K +34,460 +17%
BPWM
107
Badgley Phelps Wealth Managers
Washington
$5.6M +$5.36M +226,415 +2,240%
AWM
108
Apollon Wealth Management
South Carolina
$5.59M -$1.92M -80,947 -26%
UCFA
109
United Capital Financial Advisors
Texas
$5.59M -$2.55M -107,774 -31%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$5.43M -$546K -23,073 -9%
LJAC
111
L.J. Altfest & Co
New York
$5.38M +$4.48M +189,246 +499%
FWP
112
FAS Wealth Partners
Kansas
$5.36M -$6.66M -281,257 -55%
HW
113
Hancock Whitney
Mississippi
$5.35M -$293K -12,375 -5%
CST
114
Charles Schwab Trust
Nevada
$5.27M +$2.18M +92,245 +71%
BCM
115
Boltwood Capital Management
California
$5.19M -$349K -14,746 -6%
BA
116
Ballast Advisors
Minnesota
$5.08M +$183K +7,728 +4%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$5.03M +$2.32M +97,847 +85%
CC
118
Callan Capital
California
$5.02M -$333K -14,062 -6%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$5M +$6.01K +254 +0.1%
GFP
120
Guardian Financial Partners
California
$4.86M -$215K -9,096 -4%
CWA
121
Cornerstone Wealth Advisors
Minnesota
$4.79M +$101K +4,260 +2%
JWA
122
JFS Wealth Advisors
Pennsylvania
$4.79M -$380K -16,035 -7%
LIM
123
Leavell Investment Management
Alabama
$4.73M -$415K -17,548 -8%
MAC
124
Mason & Associates (California)
California
$4.72M -$65.8K -2,779 -1%
HA
125
HC Advisors
Georgia
$4.63M -$1.17M -49,322 -20%
3 4
5
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